Greetings, Friends!
I hope your 2016 is off to a great start! A New Year is always a good time to get organized and set goals...and your estate plan should be a top priority!
We are hosting our New Year Resolution Seminar on Saturday, January 30, from 10 am to 11 am. I encourage current clients as well as potential clients to attend as I will cover the following information:
For CURRENT CLIENTS, it's important to make sure that your plan accurately reflects your current wishes and circumstances. It's also critical to make sure you have taken care of other assets that are not a part of your Will such as life insurance and retirement accounts. Finally, we will discuss where to store documents and what else you should be doing to make sure that everything is in order to make it as easy as possible for your loved ones in case of emergency.
For POTENTIAL CLIENTS, this is the perfect opportunity to find out why it is necessary to have a Texas Will, powers of attorney and other estate planning and why no one should go online to draft these documents themselves.
I encourage YOU to attend this seminar AND to invite your family, friends, clients, co-workers, and neighbors so they can make the BEST New Year's Resolution...Protection for Your Family; Peace of Mind for YOU!
Details and registration information is below.
Your friend,
|
|
New Year Planning: Get Your Will & Estate Plan Together in 2016!
Make your Will, Trust, Powers of Attorney, & other vital legal documents part of your New Year's Resolution! Learn the importance of getting this planning in place NOW, why online forms don't cut it & when to update your documents. Current clients, come learn important updates & what you should do, now that you have your planning in place.
|
MY RESOLUTION:
I Want More Clients...Like YOU!
I am looking to grow my practice in 2016 and I can't do it without clients like YOU! So what's the perfect client look like? They look like YOU!
Some great examples of NEW clients for the NEW Year:
NEW parents NEW home-owners
NEW to Texas NEWly married or divorced
I sincerely appreciate your support and I hope that you and your family have the best year yet!
|
|
|
|
